Raise the ETF Tax Efficiency Bar

Index-based managed accounts can provide the potential for active, individualized tax management.

Understanding Unified Managed Accounts - Part 1 Introducing UMAs

Curt Overway discusses the fundamentals of Unified Managed Accounts (UMAs) and provides an overview of the benefits they can provide to advisors and clients.

Managing Tax Costs with Index-Based Separate Accounts

Watch this overview of Natixis tax management solutions utilizing customized separate accounts to help maximize after tax returns.